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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,038 | $52,507+151.5% | $129,406+2.0% | $74,478+77.3% |
| Participation rate | 12.8% | 53.9%-41.1pp | 69.6%-56.9pp | 67.2%-54.4pp |
| Annual return | 10.40% | 15.64%-5.2pp | 9468.18%-9457.8pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $642 | $1,534-58.2% | $4,155-84.6% | $2,626-75.6% |
| Participant deferral / active EE | $1,223 | $2,801-56.3% | $4,167-70.6% | $4,350-71.9% |
| Admin fee / account holder | $27,734 | $2,639+950.9% | $7,689+260.7% | $1,946+1325.3% |